Jim is a Chartered Financial Analyst. He manages the portfolio and investment strategy for clients by using a strong fundamental approach and technical analysis. With over 40 years of relevant industry experience in investment banking, institutional sales and private wealth management, Jim works well with sophisticated High Net Worth clients who value his ability to source the best new ideas from the vast pool of research and trading opportunities.
Mark has over 20 years of experience in the investment industry and began his career at GMP Securities in 1997 where he spent 6 years working on the trading desk, trading securities for institutional and retail investors. In 2005, he joined GMP Private Client (now Richardson GMP) to continue serving institutions and high net worth individual investors. Mark has gained invaluable trading experience in his prior roles which he applies daily when managing trade execution and special situations for clients, which continues to remain his primary focus.
Mark is a licensed Registered Representative and has successfully completed various certifications including Professional Financial Planning and Trader Training.
Carla has extensive experience as an Associate Investment Advisor at various Canadian-owned, wealth management companies. Her in-depth knowledge of financial needs helps her to ensure that clients achieve their financial goals and objectives. Carla has completed the Wealth Management Essentials course and is licensed to sell and advise on life and disability insurance. She has also completed the Chartered Investment Management designation and is a Certified Retirement Specialist. Carla holds an Honours Bachelor of Arts Degree, with a specialization in Sociology from the University of Western Ontario.
Grace started at Richardson GMP as a temporary assistant in January 2018 and has been a member of the Gellman-Ramage Wealth Management team ever since. Originally from Australia, Grace has a Bachelor of Fine Arts with First Class Honours from Queensland University of Technology. She brings a wide range of administrative and communication skills from her experience in publishing and education. Grace is currently studying the Canadian Securities Course.